At a Glance
- Tasks: Analyse investment opportunities and support investor relationships in a dynamic funds management environment.
- Company: Infinity Alpha Funds, a leading player in debt investments and fund management.
- Benefits: Competitive salary, professional development, and a collaborative work culture.
- Other info: Join a supportive team with opportunities for growth and learning.
- Why this job: Make a real impact by helping investors navigate their financial journeys.
- Qualifications: Tertiary qualification in finance or economics and 2+ years in investment advisory.
The predicted salary is between 72000 - 88000 $ per year.
INFINITY ALPHA FUNDS Management – Sydney CBD NSW
Alpha Fund operates in funds management, focusing on debt investments secured primarily by first mortgages over land and property.
Our approach emphasises investment research, risk assessment and clear investor communication.
About the Role
We are seeking a motivated Financial Investment Adviser to support our fund investment activities and investor relationships.
You will analyse investment opportunities, explain fund features and risks, and provide investment advice within the scope of the business’s financial services authorisations.
Working with the funds management and compliance teams, you will help investors make informed decisions and keep them updated on their investments.
Key Responsibilities
- 1. Research debt investments and assess relevant market conditions, underlying security, liquidity and investment risks.
- 2. Review fund documentation and performance information to develop investment recommendations within the approved product and advice scope.
- 3. Explain investment objectives, fund structures, fees, distribution arrangements, withdrawal conditions and material risks to prospective and existing investors.
- 4. Respond to investor enquiries and identify matters requiring further assessment or referral to an appropriately authorised adviser.
- 5. Monitor fund performance and relevant property and credit market developments, preparing reports and investor updates.
- 6. Review existing investments with investors and discuss available options within the role’s authorised scope.
- 7. Coordinate with internal teams and external service providers on investment applications, reporting and ongoing investor service.
- 8. Maintain accurate records of research, recommendations and investor communications, following applicable regulatory requirements and internal policies.
Requirements
- A tertiary qualification in finance, economics or a related discipline.
- Over 2 years relevant experience in investment advisory services, funds management or a closely related financial services role.
- Sound understanding of investment analysis, risk assessment and financial markets;
- Strong analytical skills and the ability to explain investment information clearly.
- Excellent communication, relationship management and organisational skills.
- A professional approach to confidentiality, recordkeeping and compliance.
- Ability to work independently and collaboratively with investment, operations and compliance teams.
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Financial Investment Adviser in Sydney employer: INFINITY ALPHA FUNDS Management
At INFINITY ALPHA FUNDS Management, located in the vibrant Sydney CBD, we pride ourselves on being an exceptional employer that fosters a collaborative and dynamic work culture. Our Project Administrator role offers not only competitive benefits but also ample opportunities for professional growth and development, allowing you to thrive in your career while contributing to impactful fund management and investment projects. Join us to be part of a team that values innovation, teamwork, and continuous improvement in a supportive environment.
Contact Details:
INFINITY ALPHA FUNDS Management Recruitment Team
